WealthTech startup NextCapital closes $30m round

WealthTech startup NextCapital closes $30m round

Personal finance app NextCapital has scored $30m in its growth funding round.

EP030 – WealthTech – In conversation with Nikhil Aggarwal, Founder & CEO – Grip


How can you invest in assets or investment opportunities other than gold, equities and mutual funds ? Is there a simple way to do this? Well, this week we try to answer that question as we look at Fintechs solving the problem of alternative asset investment. To learn more about this, we caught up with Nikhil Aggarwal, Founder & CEO of Grip, a Fintech company bringing unique alternative investment opportunities to Indian investors. In this episode we discuss:

– Alternative asset investments in India
– Building Grip during the pandemic
– How Grip works
– Risk management
– The role of technology
– Legal, Regulatory and Tax implications
– The road ahead for Grip

Do listen to this episode to understand how alternative investments are being made easy by Fintechs

Timeline
00:00 Start
00:43 Introduction
01:19 Nikhil’s Introduction
03:35 Catalysts for Alternative Asset Investments in India
08:27 Building Grip during the pandemic
12:23 How Grip works
15:54 Profile of Grip’s customers
18:07 Investing with Grip
19:07 Managing Risk
23:17 Role of Technology
27:17 Legal, Regulatory and Tax implications
32:43 The road ahead
34:48 Getting in touch with Grip

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Farther – Next-Generation Wealth Management – Cota Capital


Millennials stand to inherit 25 trillion dollars over the next 10 years, while still in their peak earning years.

Taylor Matthews, Co-Founder & CEO of Farther, discusses how these generational shifts require a modern approach to wealth management and how Farther is achieving this.

Matthews goes on to discuss why Farther’s platform (vs. legacy systems from the 70s) was built from the ground up to address today’s complex financial environment, including changes in compensation (startup equity vs. traditional salary) and socially conscious investing.

ABOUT FOUNDERS IN 15
Cota Capital’s “Founders in 15” series offers insightful conversations with founders across Modern Infrastructure, Workflow Automation, FinTech, and HealthTech.

Bobby Yazdani is co-founder and partner of Cota Capital, a technology investment firm that partners with exceptional teams to build and grow timeless companies enabling the future.

Learn more about Farther
https://www.farther.com

Pentaip: The Future of Wealth Management


Pentaip is a Fintech startup that specialises in A.I. to provide financial services for the general public, we are committed to create intelligent financial tools to empower the people no matter their financial literacy and the size of their wealth.

A product for all – We strive to provide financial products that are agile and affordable to the public, hence we have established a unique AI framework of 300,000 robo-advisors to serve all investment needs including automated investing, rebalancing, risk management and freedom of choice to choose all types of specialised portfolios.

#pentaip #wealthmanagement #investwithvision

Making WealthTech Make Sense


The amount of wealthtech tools available to advisors can be overwhelming. With so many options, wealthtech companies need to have a clear and concise value proposition to help advisors understand their solutions. We put them to the true test by asking several tech firms to explain what they do to an 11 year old.